Get a text when a lead needs a fast reply
Keep hot prospects from getting buried. Notis can read a new Agent mail message, identify the urgent lead emails you describe, and text you a short summary.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
Important lead messages can disappear in a crowded inbox, especially when you are away from email.
- See urgent lead details without opening your inbox.
- Use your own criteria for what counts as urgent.
- Keep the text brief enough to act on quickly.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, describe which lead emails count as urgent and where ClickSend should text the summary.
- 4Pick Agent mail's New Email Received trigger and choose a report channel.
- 5Test with one real lead email and confirm the text is useful.
Questions about this workflow
Can I choose what counts as an urgent lead?
Yes. Describe the signals to look for in your instruction, such as a demo request or a stated buying timeline.
What will the SMS contain?
Ask Notis to include a concise summary and any useful reply details present in the email. Notis can only use information in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to ClickSend. A trigger fires from one place; an action lands in another.
Agent mail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Email Received
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Connect any two apps with Notis in the middle.
Agent mail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.